Rush Island Management, LP
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$1.5B
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ESS
ESSEX PPTY TR INC
Q1 2026: Increased +44.5% (3.2k → 4.7k shares)
13.1%
02
$SBAC
SBA COMMUNICATIONS CORP
Q1 2026: Increased +280.3% (1.7k → 6.4k shares)
11.3%
03
$KRC
KILROY REALTY CORP
Q1 2026: Increased +9.8% (57.7k → 63.3k shares)
9.2%
04
$NNN
NNN REIT INC
Q1 2026: Increased +10.4% (11.3k → 12.5k shares)
8.7%
05
$HR
HEALTHCARE RLTY TR
Q4 2025: Exited (was 7.80M shares)
8.2%
06
$VTR
VENTAS INC
Q1 2026: Increased +47.4% (8.3k → 12.3k shares)
7.7%
07
$INVH
INVITATION HOMES INC
Held since at least Q1 2024
7.1%
08
$FR
FIRST INDL RLTY TR INC
Q4 2025: Exited (was 2.05M shares)
6.8%
09
$FRT
FEDERAL RLTY INVT TR NEW
Q4 2025: Exited (was 1.31M shares)
4.5%
10
$IRT
INDEPENDENCE RLTY TR INC
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.